Client Intake Specialist

📋 Description

• Serve as the primary point of contact for prospective clients, particularly individuals seeking
• Handle high volumes of inbound and outbound calls while establishing trust, professionalism, and
• Conduct structured intake interviews to gather comprehensive information about prospective clients
• Ask detailed case-related questions naturally and respectfully, ensuring callers feel heard and
• Accurately record case details, contact information, and relevant documentation in CRM and case
• Assess prospective clients against established qualification criteria and determine whether their

🎯 Requirements

• Direct professional experience in legal intake, preferably within a personal injury law firm or a
• Experience training, mentoring, or supporting other intake specialists is strongly preferred.
• Confident, natural, and professional phone presence, with the ability to remain engaging and
• Advanced English proficiency, with strong spoken and written communication skills suitable for
• Strong active listening, empathy, and de-escalation skills, particularly with distressed or
• Experience working with legal CRM or case management platforms such as Salesforce, Litify, HubSpot

🎁 Benefits

• Competitive salary paid in USD.
• 100% remote work arrangement with the flexibility to work from home.
• Full-time schedule aligned with U.S. business hours.
• Opportunity to work with a U.S.-focused legal services environment and gain further experience in
• People-first role centered on meaningful client interactions and helping individuals navigate
• Opportunity to develop expertise in legal intake, client qualification, CRM systems, and case